DAC Acuity 2025: Thought Leadership from a Tax Planning Powerhouse

We have an incredible opportunity planned for those of you who love tax, tax planning and the role of the tax and financial advisor in diversifying away upcoming tax erosion: a tax planning powerhouse featuring Canada’s most respected tax authorities, profiled here in alphabetical order with their topics to this year’s theme at the Acuity Conference for Distinguished Advisors (DAC): Happy Landings! Discover a New Era of Risk & Reward. Mark your calendar: November 23-26 in Puerto Vallarta, Mexico.

Tim Cestnick,  FCPA, FCA, CPA(IL), CFP, TEP is one of Canada’s most respected authors, speakers and executives in the Canadian wealth management industry. He is also the tax and financial columnist at the Globe and Mail. In this appearance at the Acuity Conference, Tim will lead an important discussion at DAC: More than Enough – Enabling Family Continuity Discussions.   

Larry Frostiak, FCPA, FCA, CFP, TEP, RWM, FDFS, is the founding partner of Frostiak and Leslie with outstanding expertise in providing business and tax advice to owner-managed enterprises, including financial and wealth management services to assist clients in building “tax-efficient” business and corporate structures. Larry also specializes in providing clients with estate and trust services. His topic at DAC this year is compelling: How Young Entrepreneurs Can Build Wealth Tax Efficiently.

Evelyn Jacks, MFA™, MFA-P™, DMA, RWM™, FDFS™, and of President Knowledge Bureau, is a best-selling author of 55 books on tax planning and wealth management; an award winning educator and entrepreneur who has twice been named one of Canada’s Top 25 Women of Influence. She is the tax columnist for MoneySense and a commentator on government tax policy across Canadian media outlets. Evelyn’s topic is: Wealth Management – A New Era of Risk & Reward.

Dr. Jack Mintz, CM is a World-renowned economist, academic & public policy analyst who is widely sought after by governments, businesses and non-profit organizations for consultation. Dr. Jack Mintz is one of Canada’s most distinguished and influential academics in public policy. As the President’s Fellow of the School of Public Policy at the University of Calgary he researches, builds capacity, and provides leadership specific to tax, financial regulatory and urban policy programs. He had previously served as the Palmer Chair and Director. Dr. Mintz became a member of the Order of Canada in 2015. Dr. Mintz will discuss: Envisioning the Happy Landing: Canada’s Recovery Plan.

Kim Moody, FCPA, FCA, TEP, is founder of Moodys Private Client, Moodys Tax, an author and columnist for the Financial Post whose primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. However, he also describes himself as a maverick with a leaders mindset and so we have welcomed him back to DAC this year to discuss: Having a Leadership Mindset.

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM, FDFS is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Dr. Smith has been involved with expatriate tax work for over 25 years assisting companies move employees around the world, and individuals with multiple jurisdictional filings. Dr. Smith is also a long time Faculty Member with Knowledge Bureau, who will discuss the following topic at DAC: Cross Border Tax. - The Impact of Selling US Properties

Other outstanding experts in the field of tax and wealth planning include:

Leanne Rodrigo, CPA, CA who will discuss The Tax Consequences Of Corporately Owned Insurance and Sharon Conrod, CPA, ECA, EA who will join our Investing with Impact Panel.

Register Now at Early Bird Rates:

Visit the Agenda for all the details! It is going to be an outstanding industry event with incredible education from Canada’s top thought leaders in the tax, accounting and financial services.

We are sincerely to our DAC Conference Partners to this event – thank you!

Visit our DAC page for more information on partnership opportunities!